Entry-Level Financial Professional

New York Life - Houston General Office

Entry-Level Financial Professional

Houston, TX
Full Time
Paid
  • Responsibilities

    Looking to kickstart your career as an Entry-Level Financial Professional in Houston, TX? We're expanding our team and seeking individuals with exceptional talent like yours. As part of this role, you'll play a key role in providing specialized financial guidance and personalized solutions to help clients achieve their financial goals. If you have strong communication abilities, enjoy cultivating professional relationships, and have a sincere desire to support others, then this opportunity is ideal for you. Come aboard at New York Life and utilize your skills to establish a successful practice. We are dedicated to your prosperity and provide thorough training, educational materials, and unwavering assistance to equip you for a fulfilling career as a licensed financial professional. Responsibilities: • Engage actively with prospective clients to establish strong connections and act as their trusted financial advisor. • Gather financial information from clients to assess their financial status, goals, cash flow, and expectations. • Develop personalized financial plans for clients based on potential life milestones and evolving financial needs. • Provide tailored financial advice and tactics aligned with client risk tolerance and objectives. • Assist clients in implementing financial suggestions, including savings plans, life insurance, mutual funds, and other relevant financial products. Qualifications: • Excellent interpersonal skills, effective communication abilities, and a strong commitment to customer service are essential for this role • Looking for a candidate with an innovative and entrepreneurial mindset • Preferably, possesses relevant knowledge of the financial industry, financial products, and industry best practices • Sales and finance background is beneficial, though not mandatory Compensation: $90,000 - $115,000 yearly

    • •
    • Engage actively with prospective clients to establish strong connections and act as their trusted financial advisor. •
    • Gather financial information from clients to assess their financial status, goals, cash flow, and expectations. •
    • Develop personalized financial plans for clients based on potential life milestones and evolving financial needs. •
    • Provide tailored financial advice and tactics aligned with client risk tolerance and objectives. •
    • Assist clients in implementing financial suggestions, including savings plans, life insurance, mutual funds, and other relevant financial products.

  • Compensation
    $90,000-$115,000 per year